CBRS

now let's move on to your first choice among the Big Three companies, and where you see growth opportunities in Cerebras shares. I know they are expanding the construction of their data centers in Finland, but there are still some ongoing concerns about customer concentration with that name. So, what is your take on Cerebras stock?

that's where Cerebrris comes in. Ticker symbol CBRS. Instead of cutting a silicon wafer into hundreds of chips just for them to beworked back together again in a data center, Cerebrris keeps the whole wafer as one chip, roughly the size of a dinner plate. 4 trillion transistors, 900,000 cores, and instead of expensive stacks of high bandwidth memory, the model's working memory is right on the chip itself.

Oh, you've got cerebrus pushing right now too. Uh yeah, I've mentioned over the last few days I thought around 180 it was starting to get really meaningfully derisked. I was I transparently was bearish on this company uh at uh at IPO.

Uh I didn't like it at IPO. Uh some of the risk factors have faded. Some of the risk factors remain. The biggest risk factor that remains is the concentration of exposure that they have to open AAI.

But I think what OpenAI is doing with with their product is is brilliant. Uh and I actually think it gives them a competitive advantage over companies that aren't using uh you know hyperfast token generators like Cerebrus for say voice AI or customer service or whatever.

Uh so I think you know somewhere between this 180 to maybe you know into the twos range. It's it's certainly derised a lot uh from IPO. I didn't like it in, you know, in the 300s.

It's like, this is way too expensive. But, um, you know, now it's it's almost scraping near its bottom. I think it bottom was like 161 after IPO and like, you know, around the Leo fold time.